Cardinal Point Wealth Management Partners’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.14M	Hold	44,622	–	–	0.35%	25
2022 Q4	$1.08M	Hold	44,622	–	–	0.37%	22
2022 Q3	$1.02M	Hold	44,622	–	–	0.49%	16
2022 Q2	$1.04M	Sell	44,622 -5,675	-11%	-$144K	0.5%	19
2022 Q1	$1.39M	Hold	50,297	–	–	0.62%	15
2021 Q4	$1.46M	Buy	+50,297	New	+$1.42M	0.63%	17

Other funds holding DFAC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cardinal Point Wealth Management Partners's DFAC Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2023 at 44,622 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #25.

Cardinal Point Wealth Management Partners first reported a position in DFAC in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2021. 648 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

Cardinal Point Wealth Management Partners held 44,622 shares of Dimensional US Core Equity 2 ETF worth $1.14M as of Q1 2023.
Cardinal Point Wealth Management Partners left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2023.
Dimensional US Core Equity 2 ETF made up 0.35% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #25 holding.
Cardinal Point Wealth Management Partners first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's Dimensional US Core Equity 2 ETF position peaked at $1.46M in Q4 2021.
648 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.